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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-04-15 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2015 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 03/2015 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVE, 3RD FL, EDISON NJ 08818 | START DATE: 03/02/2015 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. 2) REAL ESTATE PROPERTIES | INVESTMENT RELATED: NO | DBA NAME: 149 A PROSPECT LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 149 PROSPECT AVE, BAYONNE NJ 07002 | START DATE: 01/2014 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: OWN AND MANAGE RENTAL PROPERTIES. 3) P & C INSURANCE | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 127 GREEN PL, WESTFIELD NJ 07090 | START DATE: 09/2009 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF P&C PROTECTION FOR CLIENT ACCOUNTS. 4) TEACH YOGA | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: MERCK 90 E SCOTT AVE, RAHWAY, NJ 07065 & MERCK 90 E SCOTT AVE, RAHWAY, NJ 07065 RETRO 3775 PARK AVE EDISON, NJ 08820 | START DATE: | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: YOGA TEACHER WORKING AT MERCK GYM AND RETRO FITNESS CENTER. 5) TREASURER OF TENJ 2017 TERM | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER- | ADDRESS: VARIOUS LOCATIONS WHERE NETWORKING MEETINGS | START DATE: 2017-01-01 | NATURE OF ACTIVITY: OTHER-NETWORKING GROUP OF BUSINESS OWNERs | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: KEEP TRACK OF MEMBERSHIP DUES & EXPENSES FOR EVENTS SPONSORED BY THE NETWORKING GROUP. 6)SPEAKER FEES | POSITION: NONE | NATURE: ONE OF MY FRIEND ASKED IF I WOULD BE INTERESTED IN BECOMING A MONTHLY SPEAKER AT THE LOCAL LIBRARY. THEY WOULD LIKE TO PAY ME $85 FOR 2 HOUR FOR MY TIME, GAS & PARKING IN JERSEY CITY. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 05/18/2023 | ADDRESS: 472 JERSEY AVE,, JERSEY CITY, NJ NJ 07302, UNITED STATES | DESCRIPTION: WE WILL BE SPEAKING TO LIBRARY PATRONS TO HELP THEM WITH BUDGETING DURING THIS TIME OF HIGH INFLATION. 7)PODCAST HOST | POSITION: PARTNER | NATURE: CO-HOSING PODCAST ABOUT WORKING MOM ENTREPRENEURS AND THEIR EXPERIENCES, LESSONS LEARNED, ETC. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2025 | ADDRESS: 127 GREENE PLACE, WESTFIELD NJ 07090 | DESCRIPTION: CO-HOSING PODCAST ABOUT WORKING MOM ENTREPRENEURS AND THEIR EXPERIENCES, LESSONS LEARNED, ETC. 8)GREATER WESTFIELD CHAMBER BOARD MEMBER | POSITION: GREATER WESTFIELD CHAMBER BOARD MEMBER | NATURE: GREATER WESTFIELD CHAMBER BOARD MEMBER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/15/2025 | ADDRESS: 127 GREENE PLACE, WESTFIELD NJ 07090 | DESCRIPTION: GREATER WESTFIELD CHAMBER BOARD MEMBER HELP LOCAL BUSINESS WITH VISIBILITY. 9)INSURANCE BROKERAGE | DBA: SHANTI NOW FINANCIAL | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 50 | SECURITIES TRADING HOURS: 50 | START DATE: 03/13/2025 | ADDRESS: 110 FIELD CREST AVE, SUITE 20, SUITE 20, EDISON NJ 08837 | DESCRIPTION: ALL INSURANCE PLANNING & INVESTMENT, FINANCIAL PLANNING INCOME WILL FLOW THRU TO THIS S CORP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-27 |
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